Invest Like The Best
Episode 91 Tim Cook’s Dashboard
Invest Like The Best

Episode 91: Tim Cook’s Dashboard

Tim Cook’s Dashboard

Michael Reece is the chief data scientist for Neuberger Berman. We cover the advantages of data in the investment process, machine learning, and the shift from being data-informed to data-driven.

[00:02:44] – Changes in data science through the lens of Michael’s career

[00:05:17] – The basic overview of using data and machine learning to create an edge

[00:06:58] – How the state of business is more than just a single data point

[00:07:53] – How you know when you’ve pulled a real signal from the noise of data

[00:10:49] – The advantages that data provides

[00:13:01] – Is there still an edge in decaying data

[00:15:34] – Building data that would predict stock prices

[00:19:43] – Prospectors vs miners in data mining

[00:22:18] – Knowing when your prospectors are on to truth

[00:27:09] – Understanding machine learning

[00:30:10] – Defining partition

[00:32:17] – Applying the parameters of selection process to stocks

[00:36:05] – What’s the first step people could take to use data and machine learning to improve their investment process

[00:38:54] – Building a sustainable advantage within data science

[00:41:35] – Predicting the uncapped positive vs what’s seemingly easier, eliminating the negative

[00:43:58] – How do we know to stop using a signal

[00:46:22] – The importance of asking the right question

[00:47:09] – Categories of objective functions that are interesting to measure data against

[00:48:37] – Most exciting things he’s found with data

[00:51:17] – What investors, individual or firms, has impressed him most with their use of data

[00:52:17] – Will everyone eventually shift to being data-informed or data-driven

[00:55:33] – Wall Street’s use of data vs other industries

[00:57:48] – Why everyone should know how to code

[00:58:52] – Kindest thing anyone has done for Michael

Tim Cook’s Dashboard

Introduction

Patrick
My guest this week is Michael Reece, the chief data scientist for Neuberger Berman. The topic of our conversation is the use of data in the investment process to help cultivate what is commonly referred to as an information edge. I call the episode Tim Cook's dashboard because of an interesting question that Michael poses. If you aren't the best Apple analyst in the world, with Tim Cook's private business dashboard, telling him everything going on in the Apple universe that day, what might that be worth?

Effectively, Michael's goal is to recreate the equivalent of a company dashboard for many businesses helping analysts understand the fundamental health and direction of companies a bit better than the market does. And in so doing, creating an actionable edge. This is a daunting task and you will hear why. It requires both a fundamental understanding of business and of data statistics and methods like machine learning. In our own work, we found machine learning to be useless for predicting future stock prices, but extremely useful for other things like extracting and classifying data.

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